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Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Ezzell, Alec FisherHightower AdvisorsBank of America Merrill Lynch$30005-27-2014
Joel J. Guth, Catherine E. Cory, Angelo Manzo Jr., Judy L. RoseberryHightower AdvisorsMorgan Stanley Wealth Management$60005-06-2014
John Morgan, Brian Sabo, Jason Edelson Hightower AdvisorsWells Fargo Advisors$38404-28-2014
Jeffrey S. Vogel, Ruth BergerHightower AdvisorsBank of America Merrill Lynch$30002-24-2014
Mark KravietzHightower AdvisorsUBS Financial Services$30001-03-2014
Roger Shaffer, Rhonda Lamb, Perry NeumanHightower AdvisorsSuntrust Investment Services$30011-26-2013
W.F. Sanders Jr., J. Wesley Clayton, Henry (Moss) E. Crosby Jr., Michael P. AhearnHightower AdvisorsMorgan Stanley Wealth Management$50011-26-2013
Laurie C. KamhiHightower AdvisorsBank of America Merrill Lynch$32011-26-2013
Charles Andriole, Geoffrey G. Gregory, Matthew J. MontanaHightower AdvisorsBank of America Merrill Lynch$70011-20-2013
Peter J. KleinHightower AdvisorsUBS Financial Services$21011-15-2013
Gregory C. Sarian, Francis X. Masse IIHightower AdvisorsBank of America Merrill Lynch$65002-19-2013
Hugh Anderson, Sheila Delutri Hightower AdvisorsBank of America Merrill Lynch$45009-04-2012
Mike PeQueen, Ned Evans, Adam ThurgoodHightower AdvisorsBank of America Merrill Lynch$34009-04-2012
Matt Dillig, Ted BowenHightower AdvisorsCredit Suisse Wealth Services$1,00008-20-2012
Eugene M. Lerner, Walter Gondeck Jr., Mingdong TanHightower AdvisorsMorgan Stanley Wealth Management$60007-16-2012
David Molnar, Drew NordlichtHightower AdvisorsUBS Financial Services$33007-02-2012
Charles S. HoltHightower AdvisorsBank of America Merrill Lynch$20003-23-2012
Kenneth Hoffman, Richard Steinberg, Jordan WaxmanHightower AdvisorsBank of America Merrill Lynch$1,40003-04-2012
James HausbergHightower AdvisorsThe Presidio Group$40002-27-2012
Leo J. Kelly III, Brian GrumbachHightower AdvisorsBank of America Merrill Lynch$70002-27-2012
James PupilloHightower AdvisorsGraystone Consulting$2,50001-23-2012
Jeff Leventhal, Evan NowackHightower AdvisorsUBS Financial Services$40009-19-2011
Margaret M. TowleHightower AdvisorsGreycourt$1,00008-18-2011
Paul A. Pagnato, David W. KarpHightower AdvisorsBank of America Merrill Lynch$1,30008-01-2011
John Verfurth, Richard Weeks, Jeff GrinspoonHightower AdvisorsMorgan Stanley Wealth Management$70007-13-2011
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Showing 1 to 25 of 38 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.